Commentary Choosing Your Fiduciaries—Important Considerations to Make Part of the role of an estate planning attorney is to assist the client with both the important legal aspects, as well as ...

What was a heated session focused on alleged mismanagement and lack of accountability at the Employee Benefits Security ...

Working with a financial advisor involves a lot of trust. You’re sharing information about one of the most personal aspects ...

Fiduciaries who fail in their duties can be held personally liable to restore any losses to the plan, and/or restore profits made through an improper (or, shall we say ...

The primary argument in Damberg v.LaMettry’s Collision, Inc. is that LaMettry’s 401(k) plan used higher-priced retail class shares when lower-priced institutional class shares were available.The ...

Fiduciaries of both defined benefit and defined contribution plans aren't comfortable with any of the options for varying reasons, he added.

That said, fiduciaries who currently use ESG factors (or seek to apply ESG factors in the future) may want to consider how this Proposed Rule will affect current ...

Institutional fiduciaries are usually objective, have training in fiduciary responsibility, and have the infrastructure to implement everything from regulatory compliance to investment review.

For fiduciaries, loyalty is everything Woodrow Wilson may have been right when he said, "Loyalty means nothing unless it has at its heart the absolute principle of self-sacrifice." ...